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[6] G.R. No. L-23678 June 6, 1967 Wills; Succession; Conflict of laws; Renvoi doctrine.

—The doctrine of renvoi is


usually pertinent where the decedent is a national of one country and is domiciled in
TESTATE ESTATE OF AMOS G. BELLIS, deceased. PEOPLE'S BANK another. It does not apply to a case where the decedent was a citizen of Texas and was
and TRUST COMPANY, executor. MARIA CRISTINA BELLIS and MIRIAM domiciled therein at the time of his death. So that, even assuming that Texas has a
PALMA BELLIS, oppositors-appellants, vs. EDWARD A. BELLIS, ET conflicts rule providing that the domiciliary law should govern successional rights, the
AL., heirs-appellees. same would not result in a reference back (renvoi) to Philippine law, but it would still
refer to Texas law. Nonetheless, if Texas has a conflicts rule, adopting the rule of lex
rei sitae, which calls for the application of the law of the place where the properties
are situated, renvoi would arise, where the properties involved are found in the
Philippines.

Same; Foreign laws.—In the absence of proof as to the conflicts rule of Texas, it would
be presumed to be the same as our local conflicts rule. Same; Applicability of national
law to succession; Capacity to succeed—The decedent's national law governs the order
of succession, the amount of successional rights, the intrinsic validity of the provisions
of the will and capacity to succeed.

Same; Third paragraph of article 17 of New Civil Code does not modify article 16.—
The third paragraph of article 17 of the New Civil Code is not an exception to the
second paragraph of article 16. Precisely, Congress deleted the phrase,
"notwithstanding the provisions of this and the next preceding article," when it
incorporated article 11 of the old Civil Code as article 17, while reproducing without
substantial change the second paragraph of article 10 of the old Civil Code, as article
16. The legislative intent must have been to make the second paragraph of article 176
a specific provision in itself which must be applied in testate and intestate succession.
As a further indication of this legislative intent, Congress added a new provision, under
article 1039, which decrees that capacity to succeed is governed by the decedent's
national law,

Same; Legitimes; Statutes; Special and general provisions.— Whatever public policy
and good customs may be involved in our system of legitimes, Congres has not
intended to extend the same to the succession of foreign nationals. It has specifically
chosen the decedent's national law to govern, inter alia, the amount of successional
rights. Specific provisions must prevail over general ones.

Same; Testamentary provision that successional right to decedent's estate would be


governed by law other than his national law is void.—A provision in a foreigner's will
that his properties should be distributed in accordance with Philippine law and not in
accordance with his national law is void, being contrary to article 16 of the New Civil
Code.

Same; System of legitimes does not apply to estate of a citizen of Texas.—Where the
decedent was a citizen of Texas and under Texas laws there are no forced heirs, the
system of legitimes in Philippine law cannot be applied to the succession to the

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decedent's testate because the intrinsic validity of the provisions of the decedent's will On January 8, 1964, preparatory to closing its administration, the executor
and the amount of successional rights are to be determined under Texas law. submitted and filed its "Executor's Final Account, Report of Administration and
Project of Partition" wherein it reported, inter alia, the satisfaction of the legacy
BENGZON, J.P., J.: of Mary E. Mallen by the delivery to her of shares of stock amounting to
$240,000.00, and the legacies of Amos Bellis, Jr., Maria Cristina Bellis and
This is a direct appeal to Us, upon a question purely of law, from an order of Miriam Palma Bellis in the amount of P40,000.00 each or a total of
P120,000.00. In the project of partition, the executor — pursuant to the
the Court of First Instance of Manila dated April 30, 1964, approving the project
of partition filed by the executor in Civil Case No. 37089 therein.1äwphï1.ñët "Twelfth" clause of the testator's Last Will and Testament — divided the
residuary estate into seven equal portions for the benefit of the testator's seven
legitimate children by his first and second marriages.
The facts of the case are as follows:
On January 17, 1964, Maria Cristina Bellis and Miriam Palma Bellis filed their
Amos G. Bellis, born in Texas, was "a citizen of the State of Texas and of the respective oppositions to the project of partition on the ground that they were
United States." By his first wife, Mary E. Mallen, whom he divorced, he had deprived of their legitimes as illegitimate children and, therefore, compulsory
five legitimate children: Edward A. Bellis, George Bellis (who pre-deceased heirs of the deceased.
him in infancy), Henry A. Bellis, Alexander Bellis and Anna Bellis Allsman; by
his second wife, Violet Kennedy, who survived him, he had three legitimate
children: Edwin G. Bellis, Walter S. Bellis and Dorothy Bellis; and finally, he Amos Bellis, Jr. interposed no opposition despite notice to him, proof of service
had three illegitimate children: Amos Bellis, Jr., Maria Cristina Bellis and of which is evidenced by the registry receipt submitted on April 27, 1964 by
the executor.1
Miriam Palma Bellis.

On August 5, 1952, Amos G. Bellis executed a will in the Philippines, in which After the parties filed their respective memoranda and other pertinent
he directed that after all taxes, obligations, and expenses of administration are pleadings, the lower court, on April 30, 1964, issued an order overruling the
oppositions and approving the executor's final account, report and
paid for, his distributable estate should be divided, in trust, in the following
administration and project of partition. Relying upon Art. 16 of the Civil Code,
order and manner: (a) $240,000.00 to his first wife, Mary E. Mallen; (b)
it applied the national law of the decedent, which in this case is Texas law,
P120,000.00 to his three illegitimate children, Amos Bellis, Jr., Maria Cristina
Bellis, Miriam Palma Bellis, or P40,000.00 each and (c) after the foregoing two which did not provide for legitimes.
items have been satisfied, the remainder shall go to his seven surviving
children by his first and second wives, namely: Edward A. Bellis, Henry A. Their respective motions for reconsideration having been denied by the lower
Bellis, Alexander Bellis and Anna Bellis Allsman, Edwin G. Bellis, Walter S. court on June 11, 1964, oppositors-appellants appealed to this Court to raise
Bellis, and Dorothy E. Bellis, in equal shares.1äwphï1.ñët the issue of which law must apply — Texas law or Philippine law.

Subsequently, or on July 8, 1958, Amos G. Bellis died a resident of San In this regard, the parties do not submit the case on, nor even discuss, the
Antonio, Texas, U.S.A. His will was admitted to probate in the Court of First doctrine of renvoi, applied by this Court in Aznar v. Christensen Garcia, L-
Instance of Manila on September 15, 1958. 16749, January 31, 1963. Said doctrine is usually pertinent where the
decedent is a national of one country, and a domicile of another. In the present
case, it is not disputed that the decedent was both a national of Texas and a
The People's Bank and Trust Company, as executor of the will, paid all the
domicile thereof at the time of his death.2 So that even assuming Texas has a
bequests therein including the amount of $240,000.00 in the form of shares of
conflict of law rule providing that the domiciliary system (law of the domicile)
stock to Mary E. Mallen and to the three (3) illegitimate children, Amos Bellis,
Jr., Maria Cristina Bellis and Miriam Palma Bellis, various amounts totalling should govern, the same would not result in a reference back (renvoi) to
P40,000.00 each in satisfaction of their respective legacies, or a total of Philippine law, but would still refer to Texas law. Nonetheless, if Texas has a
P120,000.00, which it released from time to time according as the lower court conflicts rule adopting the situs theory (lex rei sitae) calling for the application
approved and allowed the various motions or petitions filed by the latter three of the law of the place where the properties are situated, renvoi would arise,
since the properties here involved are found in the Philippines. In the absence,
requesting partial advances on account of their respective legacies.
however, of proof as to the conflict of law rule of Texas, it should not be
presumed different from ours.3 Appellants' position is therefore not rested on
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the doctrine of renvoi. As stated, they never invoked nor even mentioned it in It is therefore evident that whatever public policy or good customs may be
their arguments. Rather, they argue that their case falls under the involved in our System of legitimes, Congress has not intended to extend the
circumstances mentioned in the third paragraph of Article 17 in relation to same to the succession of foreign nationals. For it has specifically chosen to
Article 16 of the Civil Code. leave, inter alia, the amount of successional rights, to the decedent's national
law. Specific provisions must prevail over general ones.
Article 16, par. 2, and Art. 1039 of the Civil Code, render applicable the national
law of the decedent, in intestate or testamentary successions, with regard to Appellants would also point out that the decedent executed two wills — one to
four items: (a) the order of succession; (b) the amount of successional rights; govern his Texas estate and the other his Philippine estate — arguing from
(e) the intrinsic validity of the provisions of the will; and (d) the capacity to this that he intended Philippine law to govern his Philippine estate. Assuming
succeed. They provide that — that such was the decedent's intention in executing a separate Philippine will,
it would not alter the law, for as this Court ruled in Miciano v. Brimo, 50 Phil.
ART. 16. Real property as well as personal property is subject to the 867, 870, a provision in a foreigner's will to the effect that his properties shall
law of the country where it is situated. be distributed in accordance with Philippine law and not with his national law,
is illegal and void, for his national law cannot be ignored in regard to those
matters that Article 10 — now Article 16 — of the Civil Code states said
However, intestate and testamentary successions, both with respect
to the order of succession and to the amount of successional rights national law should govern.
and to the intrinsic validity of testamentary provisions, shall be
regulated by the national law of the person whose succession is under The parties admit that the decedent, Amos G. Bellis, was a citizen of the State
consideration, whatever may he the nature of the property and of Texas, U.S.A., and that under the laws of Texas, there are no forced heirs
regardless of the country wherein said property may be found. or legitimes. Accordingly, since the intrinsic validity of the provision of the will
and the amount of successional rights are to be determined under Texas law,
ART. 1039. Capacity to succeed is governed by the law of the nation the Philippine law on legitimes cannot be applied to the testacy of Amos G.
Bellis.
of the decedent.
Wherefore, the order of the probate court is hereby affirmed in toto, with costs
Appellants would however counter that Art. 17, paragraph three, of the Civil
against appellants. So ordered.
Code, stating that —

Prohibitive laws concerning persons, their acts or property, and those


which have for their object public order, public policy and good
customs shall not be rendered ineffective by laws or judgments
promulgated, or by determinations or conventions agreed upon in a
foreign country.

prevails as the exception to Art. 16, par. 2 of the Civil Code afore-quoted. This
is not correct. Precisely, Congress deleted the phrase, "notwithstanding the
provisions of this and the next preceding article" when they incorporated Art.
11 of the old Civil Code as Art. 17 of the new Civil Code, while reproducing
without substantial change the second paragraph of Art. 10 of the old Civil
Code as Art. 16 in the new. It must have been their purpose to make the
second paragraph of Art. 16 a specific provision in itself which must be applied
in testate and intestate succession. As further indication of this legislative
intent, Congress added a new provision, under Art. 1039, which decrees that
capacity to succeed is to be governed by the national law of the decedent.

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